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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 95-3084599 131 N. EL MOLINO AVE, SUITE 330, · PASADENA, CA 91101 | Contract Administrator | $72,150 |
Filed as: STRATEGIC CAPITAL INV ADVISORS Service code 27 · EIN 36-4268991 720 E. BUTTERFIELD ROAD, SUITE 360 · LOMBARD, IL 60148 | Advisory (Plan) | $51,409 |
ASB CAPITAL MANAGEMENT2+ years Service code 27 · EIN 52-2037618 7501 WISCONSIN AVENUE, 14TH FLOOR · BETHESDA, MD 20814 | Advisory (Plan) | $29,477 |
US BANK2+ years Service code 21 · EIN 31-0841368 221 SOUTH FIGUEROA ST STE 210 · LOS ANGELES, CA 90012 | Bank Trustee | $25,940 |
BERNARD KOTKIN & COMPANY LLP2+ years Service code 10 · EIN 95-2556670 533 S. FREMONT AVE, SUITE 820 · LOS ANGELES, CA 90071 | Accounting | $20,600 |
SCHWARTZ, STEINSAPIR, ET AL2+ years Filed as: SCHWARTZ,STEINSAPIR & SOMMERS Service code 29 · EIN 95-2077781 6300 WILSHIRE BOULEVARD · LOS ANGELES, CA 90048 | Legal | $19,445 |
EUGENE ROBINSON CO. INC.2+ years Filed as: EUGENE ROBINSON CO.INC Service code 70 · EIN 95-1997338 711 WEST CAMINO REAL · ARCADIA, CA 91077 | Consulting Fees | $12,000 |
US BANK2+ years Filed as: UNION BANK OF CALIFORNIA Service code 21 · EIN 94-1234797 P.O. BOX 513909 · LOS ANGELES, CA 90051 | Bank Trustee | $8,186 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,449 | $67,228-71.1% | $117,861-83.5% | $77,958-75.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 79.7%+20.3pp | 71.6%+28.4pp |
| Annual return | 9.02% | 19.13%-10.1pp | 335.11%-326.1pp | 20.87%-11.8pp |
| Employer contribution / active EE | $284 | $2,211-87.1% | $3,786-92.5% | $2,310-87.7% |
| Participant deferral / active EE | $0 | $3,653-100.0% | $4,482-100.0% | $3,537-100.0% |
| Admin fee / account holder | $72 | $76-4.6% | $8,021-99.1% | $97-25.8% |